Principal Financial Group Inc Cbiz, Inc. Transaction History

Principal Financial Group Inc

$172 Billion
Q3 2024

A detailed history of Principal Financial Group Inc transactions in Cbiz, Inc. stock. As of the latest transaction made, Principal Financial Group Inc holds 27,860 shares of CBZ stock, worth $2.25 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

27,860

Previous 22,143 25.82%

Holding current value

$2.25 Million

Previous $1.64 Million 14.27%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$64.51 - $86.02 $368,803 - $491,776	5,717 Added 25.82%	27,860 $1.87 Million
Q2 2024 Jul 29, 2024	BUY	$71.18 - $78.99 $191,047 - $212,009	2,684 Added 13.79%	22,143 $1.64 Million
Q1 2024 Apr 29, 2024	BUY	$60.7 - $78.5 $192,965 - $249,551	3,179 Added 19.53%	19,459 $1.53 Million
Q4 2023 Feb 07, 2024	BUY	$50.14 - $62.76 $195,044 - $244,136	3,890 Added 31.4%	16,280 $1.02 Million
Q3 2023 Nov 02, 2023	BUY	$51.45 - $56.72 $100,173 - $110,433	1,947 Added 18.64%	12,390 $643,000
Q2 2023 Aug 07, 2023	SELL	$48.43 - $54.61 $47,606 - $53,681	-983 Reduced 8.6%	10,443 $556,000
Q1 2023 May 09, 2023	SELL	$45.6 - $51.1 $68,673 - $76,956	-1,506 Reduced 11.65%	11,426 $565,000
Q4 2022 Feb 09, 2023	SELL	$43.77 - $50.51 $134,811 - $155,570	-3,080 Reduced 19.24%	12,932 $605,000
Q3 2022 Nov 09, 2022	SELL	$39.89 - $48.01 $656,030 - $789,572	-16,446 Reduced 50.67%	16,012 $685,000
Q2 2022 Aug 10, 2022	BUY	$37.17 - $43.74 $151,393 - $178,153	4,073 Added 14.35%	32,458 $1.3 Million
Q1 2022 May 09, 2022	SELL	$37.19 - $41.97 $533,639 - $602,227	-14,349 Reduced 33.58%	28,385 $1.19 Million
Q4 2021 Feb 09, 2022	BUY	$33.06 - $40.19 $1.2 Million - $1.46 Million	36,397 Added 574.36%	42,734 $1.67 Million
Q1 2021 May 10, 2021	BUY	$25.61 - $34.03 $162,290 - $215,648	6,337 New	6,337 $207,000
Q2 2019 Aug 12, 2019	SELL	$19.31 - $20.84 $515,750 - $556,615	-26,709 Closed	0 $0
Q1 2019 May 10, 2019	SELL	$19.07 - $21.36 $2,288 - $2,563	-120 Reduced 0.45%	26,709 $541,000
Q4 2018 Feb 14, 2019	BUY	$18.76 - $23.98 $305,956 - $391,089	16,309 Added 155.03%	26,829 $529,000
Q3 2018 Nov 14, 2018	BUY	$21.55 - $24.25 $3,232 - $3,637	150 Added 1.45%	10,520 $249,000
Q2 2018 Aug 13, 2018	SELL	$18.2 - $23.15 $176,230 - $224,161	-9,683 Reduced 48.29%	10,370 $0
Q1 2018 May 14, 2018	BUY	$15.7 - $19.4 $29,563 - $36,530	1,883 Added 10.36%	20,053 $366,000
Q4 2017 Feb 13, 2018	BUY	$14.75 - $17.25 $6,460 - $7,555	438 Added 2.47%	18,170 $281,000
Q3 2017 Nov 02, 2017	BUY	$14.45 - $16.5 $256,227 - $292,578	17,732	17,732 $288,000

Others Institutions Holding CBZ

# of Institutions

294

Shares Held

47.3M

Call Options Held

10.8K

Put Options Held

300

View Full List

About CBIZ, Inc.

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $4.15B
Description
CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...

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Principal Financial Group Inc Cbiz, Inc. Transaction History